$100MM AUM | $1MM GDC in Little Rock, AR

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Little Rock, AR, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
500
Avg Client Age
60
Overview

Our team of five is looking to purchase advisor books under $20 million AUM. We are open to a variety of arrangements that best suit the retiring advisor and their clients. We focus on building deep relationships with our clients and consolidating their assets in a wrap program.

Extended Profile Information

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